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Fort LP’s Hershey HSY Stock Holding History

Fort LP’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-952
Closed -$238K – 136
2023
Q2 		$238K Sell
952
-169
-15% -$44.3K 0.63% 105
2023
Q1 		$285K Sell
1,121
-736
-40% -$173K 0.74% 68
2022
Q4 		$430K Sell
1,857
-754
-29% -$174K 0.65% 52
2022
Q3 		$576K Sell
2,611
-1,941
-43% -$435K 0.72% 8
2022
Q2 		$979K Sell
4,552
-3,283
-42% -$715K 0.66% 9
2022
Q1 		$1.7M Sell
7,835
-896
-10% -$182K 0.64% 10
2021
Q4 		$1.69M Sell
8,731
-619
-7% -$112K 0.55% 48
2021
Q3 		$1.58M Sell
9,350
-1,216
-12% -$215K 0.53% 54
2021
Q2 		$1.84M Sell
10,566
-855
-7% -$144K 0.53% 48
2021
Q1 		$1.81M Buy
11,421
+554
+5% +$83.4K 0.51% 79
2020
Q4 		$1.66M Buy
10,867
+2,552
+31% +$378K 0.49% 88
2020
Q3 		$1.19M Buy
8,315
+1,625
+24% +$230K 0.5% 74
2020
Q2 		$867K Sell
6,690
-11,604
-63% -$1.56M 0.47% 97
2020
Q1 		$2.42M Sell
18,294
-823
-4% -$121K 0.54% 47
2019
Q4 		$2.81M Sell
19,117
-2,475
-11% -$367K 0.5% 72
2019
Q3 		$3.35M Sell
21,592
-2,375
-10% -$359K 0.62% 3
2019
Q2 		$3.21M Buy
23,967
+2,156
+10% +$274K 0.62% 8
2019
Q1 		$2.5M Buy
21,811
+4,469
+26% +$487K 0.5% 45
2018
Q4 		$1.86M Buy
17,342
+8,154
+89% +$867K 0.44% 26
2018
Q3 		$937K Buy
9,188
+7,871
+598% +$778K 0.21% 125
2018
Q2 		$123K Buy
+1,317
New +$123K 0.03% 67

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fort LP's HSY Position: Q3 2023 in Review

Fort LP sold out of Hershey (HSY) in Q3 2023, closing a stake of 952 shares — an estimated $238K sold.

Fort LP first reported a position in HSY in Q2 2018 and held it in 21 quarters. The position peaked at $3.35M in Q3 2019. 1,297 funds tracked by Wall St. Rank hold HSY as of Q3 2023.

  • Fort LP reported no remaining Hershey position as of Q3 2023 after selling out during the quarter.
  • Fort LP sold 952 Hershey shares in Q3 2023, an estimated $238K.
  • Fort LP first reported a position in Hershey in Q2 2018 and held it in 21 quarters.
  • Fort LP's Hershey position peaked at $3.35M in Q3 2019.
  • 1,297 funds tracked by Wall St. Rank held Hershey as of Q3 2023.

Based on Fort LP's 13F filing for Q3 2023, filed 13 Nov 2023.